USA Financial's companies
Likely to Engage tag.Highly Engaged Employees

Finance · Michigan, United States · 51-200 Employees

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Overview

Headquarters

6020 Fulton St E, Ada, Michigan, 49301, ...

Phone Number

(888) 444-0125

Revenue

$54.9 Million

Industry

Finance Securities Trading Holding Companies & Conglomerates
ZI Rank: 2
Signal Type
Dec
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May
ZI Rank
2
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2

About USA Financial's companies

USA Financial Securities Corp., Member FINRA/SIPC. A registered investment advisor located at 6020 E. Fulton St., Ada, MI 49301. Commenting Guidelines: http://www.usafinancial.com/investors/commenting-guidelines. At USA Financial, the company believes that financial advisors and their clients shouldnt be limited by the constraints of a single-minded financial institution. Since 1988, USA Financial has sought to reshape how advisors and investors approach financial planning and investment management. Plan First and Invest Second" is the foundation upon which the company were built, and the company instill that approach through the company's education, comprehensive planning, and investment innovation. Over the years, USA Financial has expanded its service offerings. This combination of subsidiaries is synergistically knitted together for the specific purpose of empowering advisors and investors. This includes: USA Financial Securities (Registered investment adviser and FINRA-registeredRead more
USA Financial's companies's Social MediaPopular SearchesUSA Financial's companiesUSA FinancialUsa Financial Services IncUSA Financial CorpUsa Financial Securities CorpSIC Code 62,628NAICS Code 52,523Show more

USA Financial's companies Org Chart

ZM
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Founder & Chief Executive Officer

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JM
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Chief Operations Officer

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GL
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Chief Technology Officer & Chief Information ...

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William Bachert, Chief Financial Officer at USA Financial's companies
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Chief Financial Officer

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KR
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Vice President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

USA Financial's companies

$54.9M
51-200
Private
<$5M
1988
ZM
Zayda MéndezFounder & CEO
$37.4M
11-50
Private
$69.3M
2014
David Lau, Chief Executive Officer & Founder at DPL Financial Partners
David LauCEO & Founder
$26.6M
51-200
Private
-
2001
KB
Kylee BeachGeneral Counsel
$19.3M
51-200
Private
<$5M
2009
Anthony Lewis, Chief Operating Officer at WealthVest Marketing
Anthony LewisChief Operating Officer
$19M
51-200
Private
<$5M
2003
$5.8M
51-200
Private
$172M
2013
<$5M
11-50
Private
-
-
LF
Loren FoxSenior Vice President
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

USA Financial's companies is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

USA Financial's companies is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about USA Financial's companies.

USA Financial's companies financials insights

Gather financial insights about USA Financial's companies, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$1M

See All USA Financial's companies's Financials Insights

USA Financial's companies Tech Stack

A closer look at the technologies used by USA Financial's companies

Most Recent Scoops

Project
, according to an internal source in accounting, is planning to begin initiatives related to billing and invoicing within three months. The organization is currently evaluating various vendors.
Accounting, Billing & Invoice, Financial Reporting, Finance
Project
, according to an internal source in accounting, is in the midst of initiatives related to accounts receivable. The organization is currently evaluating various vendors.
Accounting, Billing & Invoice, Financial Reporting, Finance
Project
, according to an internal source in accounting, is in the midst of initiatives related to accounts payable. The organization is currently evaluating various vendors.
Accounting, Billing & Invoice, Financial Reporting, Finance
Project
, according to an internal source in accounting, is in the midst of initiatives related to accounting integration. The organization is currently evaluating NetSuite.
Integration, Accounting, Financial Systems, Financial Reporting, Finance
Project
Accounting, Billing & Invoice, Financial Reporting, Consumer Finance, Finance
See more scoops

USA Financial's companies News & Media

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Frequently Asked Questions Regarding USA Financial's companies

What is USA Financial's companies's official website?
USA Financial's companies's official website is www.usafinancial.com
What is USA Financial's companies's Revenue?
USA Financial's companies's revenue is $54.9 Million
What is USA Financial's companies's SIC code?
USA Financial's companies's SIC: 62,628
What is USA Financial's companies's NAICS code?
USA Financial's companies's NAICS: 52,523
How many employees does USA Financial's companies have?
USA Financial's companies has 51-200 employees
What industry does USA Financial's companies belong to?
USA Financial's companies is in the industry of: Finance, Securities Trading, Holding Companies & Conglomerates
What is USA Financial's companies competition?
USA Financial's companies top competitors include: SMArtX Advisory Solutions, Orion Portfolio Solutions, DPL Financial Partners, FundFire
What technology does USA Financial's companies use?
Some of the popular technologies that USA Financial's companies uses are: goo.gl, DocuSign, WordPress.org, Microsoft SharePoint
Who is the CFO of USA Financial's companies?
USA Financial's companies's CFO is William Bachert
Who is the CTO of USA Financial's companies?
USA Financial's companies's CTO is Greg Lockwood
How do I contact USA Financial's companies?
USA Financial's companies contact info: Phone number: (888) 444-0125 Website: www.usafinancial.com
What does USA Financial's companies do?

USA Financial Securities Corp., Member FINRA/SIPC. A registered investment advisor located at 6020 E. Fulton St., Ada, MI 49301. Commenting Guidelines: http://www.usafinancial.com/investors/commenting-guidelines. At USA Financial, the company believes that financial advisors and their clients shouldnt be limited by the constraints of a single-minde... d financial institution. Since 1988, USA Financial has sought to reshape how advisors and investors approach financial planning and investment management. Plan First and Invest Second" is the foundation upon which the company were built, and the company instill that approach through the company's education, comprehensive planning, and investment innovation. Over the years, USA Financial has expanded its service offerings. This combination of subsidiaries is synergistically knitted together for the specific purpose of empowering advisors and investors. This includes: USA Financial Securities (Registered investment adviser and FINRA-registered broker-dealer), USA Financial Insurance Services (insurance wholesaler), USA Financial Portformulas® (a registered investment adviser and formulaic trending money manager), USA Financial Media® (technology and multimedia marketing firm), and USA Financial Exchange (turn-key asset management/UMA platform). Each of these companies plays a vital role in the overall value proposition offered by USA Financial to its advisors and clients.Read More

What are USA Financial's companies social media links?
USA Financial's companies Linkedin page USA Financial's companies Twitter page USA Financial's companies Facebook page
Is USA Financial's companies a public company?
USA Financial's companies is private company therefore does not currently have an official ticker symbol
See more information about USA Financial's companies

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